From Spreadsheets to System
Internal operations dashboard consolidating 5 spreadsheets into real-time views, saving 10+ hours weekly and eliminating data sync errors.
Context
A growing services company was drowning in spreadsheets. Project status lived in one sheet, invoicing in another, team availability in a third. Updates were manual, errors were frequent, and Monday planning meetings took 2 hours just to get everyone on the same page.
Constraints
- !Must integrate with existing invoicing software
- !Team resistant to "another tool"—adoption critical
- !Realtime updates without page refresh
- !Role-based access for sensitive financial data
Approach
We audited their actual workflows (not what they said they did, but what they actually did). The dashboard was designed around three views: project health, team capacity, and revenue pipeline. We built progressive disclosure—simple surfaces with depth available on demand.
What We Built
- Realtime project status dashboard
- Team capacity and allocation view
- Invoice tracking with payment status
- Automated weekly digest emails
- Custom reporting for leadership
Outcome
Monday meetings dropped to 30 minutes. The team actually uses the tool (87% daily active rate after 3 months). Manual data entry errors essentially disappeared.
Tech Stack
What We'd Do Next
- Client-facing project portal
- Mobile app for time tracking
- Predictive resource planning
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